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Home > Institutional Investor > Ullmann Financial Group, Inc. > Profile

Instuitional Investor - Ullmann Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Ullmann Financial Group, Inc.
Portfolio Value $774,953,175
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 243,775 $143,505,346 18.51%
2.
Ishares Tr
 1,539,884 $92,931,992 11.99%
3.
Ishares Trust
 IEF 646,449 $83,146,322 10.72%
4.
Dimensional Etf Trust
 1,205,662 $40,739,335 5.25%
5.
Ishares Tr
 568,074 $38,344,967 4.94%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)